Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Avantis US Small Cap Value Institutional in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARDING, SHYMANSKI & COMPANY, P.S.C. HARDING, SHYMANSKI & COMPANY 401(K) PLAN | EVANSVILLE IN | 189 | $49.7M | $1.9M |
| 2 | URUS GROUP LP URUS GROUP LP 401(K) RETIREMENT PLAN | MADISON WI | 1,777 | $157.3M | $274K |
| 3 | WEBBANK CORPORATION WEBBANK 401(K) SAFE HARBOR PLAN |
SALT LAKE CITY UT |
| 237 |
| $28.5M |
| $104K |
